Thesis Change · Q3 2025
Michael Burry's UNH decision trail.
The reported action reversed direction. The latest material decision moved from new in Q2 2025 to exit in Q3 2025.
Latest snapshot: 2025-09-30 · filed 2025-11-03 · 34 days after quarter end. A position pattern does not establish the manager's thesis.
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- Pattern
- reversal
- Change signal
- 89
- Decisions observed
- 2
The reported sequence
Newest first. Every material action links to its original filing.
- Q3 2025EXITEXIT
11.1% of reported portfolio · filed 2025-11-03
-18.0% vs SPY · 63 sessions after disclosure
- Q2 2025NEWNEW
11.1% of reported portfolio · filed 2025-08-14
+5.7% vs SPY · 63 sessions after disclosure
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Form 13F reports do not state an investor's thesis, transaction date, or execution price. This page labels the observable position pattern only and starts outcome evidence after public disclosure.